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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,841 | $73,546-85.3% | $63,018-82.8% | $147,586-92.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 17.46% | 175.56%-158.1pp | 87.62%-70.2pp | 578.59%-561.1pp |
| Employer contribution / active EE | $894 | $3,324-73.1% | $2,761-67.6% | $4,876-81.7% |
| Participant deferral / active EE | $1,045 | $4,185-75.0% | $3,330-68.6% | $5,439-80.8% |
| Admin fee / account holder | $123 | $5,956-97.9% | $3,601-96.6% | $10,886-98.9% |